Global Financial Services : Advisor Empowerment

By Slimane Kaci, on March 11 2026

With 2,000+ advisors juggling three disconnected systems, a multinational wealth management firm was losing 40% of advisor time to administrative tasks instead of client engagement. Quantum Growth deployed Salesforce Financial Services Cloud with a unified Client 360°, Einstein Next Best Action recommendations, and an internal Champions network to drive adoption. Within 12 months: advisor productivity up 37%, AUM growth at 22%, and a 90%+ CRM adoption rate across all regional offices.

How a Wealth Management Firm Boosted Advisor Productivity by 37% with Salesforce?

The Challenge

A multinational wealth management firm had 2,000+ advisors using three disconnected systems. Client data was fragmented, and advisors spent 40% of their time on admin instead of client engagement.

The Solution

Financial Services Cloud with unified client 360°, automated deduplication, Einstein “Next Best Action” recommendations, and a “Salesforce Champions” peer training network of 50 early adopters across regional offices.

The Impact

37% increase in advisor productivity
22% growth in AUM within 12 months
90%+ CRM adoption rate.

PAPER & PACKAGING

Discover our expertises

Fiber Yield & OEE Optimization

The Trend
High-volume packaging production is increasingly constrained by machine downtime, fiber loss, and rising energy intensity across legacy mill environments.

Consequences on Value Creation
Fragmented mill-floor data limits real-time performance visibility, resulting in excessive broke generation, unplanned shutdowns, and margin erosion.
Our Solution
We deploy a Connected Mill layer over existing PLC/SCADA systems to enable predictive maintenance, real-time fiber recovery monitoring, AI-driven pulper and refiner optimization, and digitized shift performance benchmarking.
Financial Impact
- OEE Improvement: +14% total equipment effectiveness
- Waste Reduction: –5.5% trim waste and broke generation
- Energy Savings: –10% kWh per ton of finished product

The Engine of Profitable Growth

The Trend
As firms scale, misalignment between Sales, Delivery, and Finance increases operational complexity.

Consequences on Value Creation
Poor resource forecasting and delayed project visibility lead to margin erosion and extended billing cycles.
Our Solution
We integrate CRM and PSA systems to enable pipeline-based staffing forecasts, automated SOW generation, and real-time project margin tracking.
Financial Impact
Improves resource utilization, shortens billing cycles, and increases project-level profitability.

Pricing Strategy & Sales Transformation

The Trend
Packaging firms continue to rely on cost-plus pricing models, limiting their ability to respond to volatility in raw material and energy indices.

Consequences on Value Creation
Delayed price adjustments and unmonetized engineering input result in margin compression and an overexposure to low-complexity, low-profitability orders.
Our Solution
We implement a Margin Shield combining dynamic pricing engines linked to industry indices, real-time cost-to-serve modeling, TCO-based sales enablement, and customer portfolio optimization to eliminate low-margin SKUs.
Financial Impact
- Margin Protection: +3–5% gross margin uplift
- Portfolio Health: –20% low-margin SKUs
- Sales Efficiency: –40% custom quote generation time